OUR PROCESS
A clear path.
Support at each step.
Know what to expect, how to prepare, and how we work together to keep the process organized and understandable.
WORKING WITH EXTEND & ELEVATE
Here’s how
we get started.
A general starting point. Your document list will depend on your situation.
- 01
Start a conversation.
Tell us about your situation and the support you need. We’ll discuss whether you need tax preparation, business services, or a consultation.
Contact our team - 02
Agree on the scope and fees.
We explain the services, information needed, and pricing before work begins. Consultations are $150 per hour or $75 for 30 minutes or less, payable upfront.
Review pricing - 03
Gather and share your records.
Use our preparation checklist to get organized, then share the documents needed for your services through our Dropbox file request.
Upload documents - 04
Review and understand.
For tax preparation, we review your return together before filing. We make time for questions so you understand the information being submitted and the next steps.
- 05
Move forward with direction.
After your review and authorization, we complete the agreed filing or service and discuss the next steps. Current-account and billing support is available at support@extendandelevate.com.
CLIENT DOCUMENTS / PRIVACY MATTERS
Share with care.
Keep it confidential.
Use Dropbox for tax documents and financial records rather than including them in a general inquiry or ordinary email.
Dropbox protects files with encryption during transfer and while stored. Learn about Dropbox security
Private document delivery.
Keep Social Security numbers, tax forms, and account details out of the inquiry form. Share only the records needed for your services.
Upload documents securelyOpens our Dropbox file request in a new tab. For upload assistance, contact support@extendandelevate.com.
A FEW THINGS YOU MIGHT BE WONDERING
Let’s clear
a few things up.
Who do you work with?
We work with individuals, self-employed clients, and businesses. Share a little about your situation, and we’ll discuss how we can help.
How much does tax preparation cost?
Individual tax preparation starts at $200, self-employed returns start at $450, and business returns start at $750. Consultations are $150 per hour or $75 for 30 minutes or less, with payment due upfront. View pricing or reach out for a personalized quote before work begins.
Which documents should be ready?
Copies of your tax returns for the last two years and current-year income documents are helpful starting points. Your exact list depends on your situation. for a simple way to get organized.
How are documents shared?
Use our Dropbox file request to upload documents directly. Visit the Client documents section for privacy information and assistance. Keep Social Security numbers, tax forms, and account information out of the inquiry form and ordinary email.
Will we review my return before filing?
Yes. We’ll meet to review your return before it is filed, so you have a chance to ask questions and understand the information being submitted.
Let’s take the next step.
Tell us what you need. We’ll help you find a clear path forward.